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AIM Help
Specify Global Settings for Importing Files
Use the Importing tab in the Options window to specify global settings for importing files. These settings allow you to create rules for crediting payments toward agencies and attorneys that no longer hold an account.
To specify global settings for importing files
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In the menu bar, click Tools and then click Options. The Options window appears.
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Click the Importing tab.
Placements
Place all transactions in same batch for multiple files via Batch Execution: If selected, and multiple payment files exist within a folder, AIM places all payments into the same PA or PAR batch when you use the Import All AIM Files from Folder menu option.
Always credit Agency/Attorney that is sending the transaction: If selected, regardless of who holds the account currently, AIM credits the sending agency or attorney with fees that are due for payments received.
Use Grace Period for Payments that are received from agencies/attorneys which the account is not currently placed: If selected, AIM uses a grace period for payments that it receives from agencies and attorneys that no longer hold the accounts.
Days: Number of days after account recall to credit agencies and attorneys for payments received on accounts they no longer hold.
Throw exception if currently placed agency/attorney is different than the sender and either outside Grace Period or not always crediting Sending Agency: If selected, AIM generates an exception (error) when the sending agency does not match the current agency, and the specified grace period has expired. Otherwise, AIM respects the grace period. If your organization doesn't specify a grace period and the Always credit Agency/Attorney that is sending the transaction check box is cleared, AIM generates an exception whenever it receives a payment from an agency that is no longer holding an account. Selecting this option allows your organization to review payment information and determine how to handle these exceptions on a case-by-case basis.
Throw exception if account is not currently placed and outside of Grace Period: If selected, AIM generates an exception when an agency or attorney doesn't hold the account currently and the specified grace period has expired. Selecting this option allows your organization to review payment information and determine how to handle these exceptions on a case-by-case basis.
Adjustments
Use Custom Payment Types for Bucket Allocation: If selected, AIM uses the buckets associated to custom payment types when importing payment reversals. If cleared, AIM uses the buckets specified in the import file.
Always Process Adjustments from Agency/Attorney that is sending the transaction: If selected, AIM processes the adjustments received from the sending agency or attorney even when the agency or attorney no longer holds the account.
Status
Recall Placed Account and Close Account Upon Receiving Closed Statuses: If selected, AIM recalls and closes accounts automatically when an agency returns a valid close status code.
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Complete the information and then click OK.